Podcasts · Business

The Canadian Investor

Braden Dennis & Simon Belanger

300 episodes

The Podcast For Canadian Investors.

More about the show

The podcast features in depth discussion around individual stocks and various investing strategies while incorporating the nuances of Canadian investment vehicles.

Show hosts Braden Dennis and Simon Belanger bring both experience, fresh takes, well-researched information and entertainment to an investing podcast for Canadians.

Episodes page 1 of 6

  1. NeoClouds & the Debt Problem Behind the AI Boom

    · 43 min · Episode 663

    In this episode of The Canadian Investor Podcast, Simon and Dan take a deep dive into NeoClouds and the increasingly important role debt plays in the AI infrastructure boom. They explain how companies like CoreWeave…

  2. SpaceX Growth Explodes, Netflix’s Slowdown & BlackRock’s Big Warning

    · 50 min · Episode 662

    In this episode of The Canadian Investor Podcast, Simon and Dan kick off earnings season with SpaceX, where revenue surged 161% as AI and Starlink growth accelerated. But the enormous growth comes with equally enormous…

  3. Where We’re Finding Value in an AI-Obsessed Market — With Braden Dennis

    · 53 min · Episode 661

    Braden Dennis returns to The Canadian Investor as Simon and Dan look beyond the handful of mega-cap stocks driving much of today’s market and ask a simple question: where can investors still find value? With more than…

  4. Is the Economy Starting to Crack? Inflation, Housing & Consumer Stress

    · 1 h 00 min · Episode 660

    In this episode of The Canadian Macro Investor, Simon and Dan dig into growing stress beneath the AI infrastructure boom. CoreWeave’s debt is now trading at distressed yields as its borrowing costs surge, raising…

  5. ASML Can’t Keep Up With Demand While CoreWeave Starts to Crack

    · 53 min · Episode 659

    In this episode of The Canadian Investor Podcast, Simon and Dan break down growing stress at CoreWeave as its unsecured bond yields surge to roughly 15%. They discuss why the company’s enormous debt load, reliance on…

  6. AI Is Creating Opportunities in Engineering Stocks & Why McDonald’s Is Spending Billions to Reignite Growth

    · 53 min · Episode 658

    In this episode of The Canadian Investor Podcast, Simon and Dan look at the sharp selloff in engineering firms like WSP Global, Stantec and AtkinsRéalis. Despite record backlogs, improving margins and solid earnings…

  7. Could U.S. Elections Slow the AI Data Centre Buildout? + Millennial Moron on Housing & Population Growth

    · 1 h 18 min · Episode 657

    In this episode of the Canadian Macro Show, Simon and Dan break down another surge in bond yields and what higher borrowing costs could mean for mortgages, housing, construction and the broader economy. They also…

  8. Big Canadian Deals, Micron’s AI Boom & Nike Continues to Struggle

    · 51 min · Episode 656

    In this episode of The Canadian Investor Podcast, Simon and Dan break down a busy week of Canadian dealmaking, including the kmassive Emera–Canadian Utilities merger, Cenovus buying Athabasca Oil, and another major…

  9. Lessons From 4 Market Leaders That Destroyed Their Moats

    · 1 h 00 min · Episode 655

    What causes a dominant company to lose an advantage that once looked almost impossible to disrupt? In this episode of The Canadian Investor Podcast, Simon and Dan look at four companies that were once leaders in their…

  10. The $1 Trillion AI Spending Boom & the Race to Make It Profitable with Braden Dennis

    · 1 h 13 min · Episode 654

    The AI spending boom is reshaping much more than the technology sector. In this episode of the Canadian Macro Show, Simon, Dan and Brayden discuss why massive AI infrastructure spending is increasingly competing for…

  11. Anthropic Eyes a $2 Trillion IPO While FICO & First Quantum Crash

    · 52 min · Episode 653

    In this episode of The Canadian Investor Podcast, Simon and Dan break down a packed week of market news, starting with the latest developments at the Cobre Panama mine and what an orderly closure could mean for First…

  12. Tier Ranking 12 Discount Retail Stocks From Best to Worst

    · 58 min · Episode 652

    Discount retailers are benefiting as consumers increasingly look for value—but not every discount business is created equal. In this episode, we rank 12 major discount retailers from S to F tier based primarily on…

  13. Berkshire Doubles Down on Housing as Investors Pile Into Canadian Stocks

    · 47 min · Episode 650

    In this episode, we break down the latest Canadian and U.S. ETF flows, including growing demand for fixed income, gold and crypto, while looking at a notable shift in capital toward Canadian markets. We also dig into a…

  14. Two Canadian Stocks Deep Dive: One Boring, One Riding the AI Boom

    · 51 min · Episode 649

    In this episode, Simon and Dan go deep on two Canadian companies with very different investment stories. Simon breaks down an under-the-radar Canadian compounder with a surprisingly diverse business spanning labels,…

  15. The Fed Raises Rates — Will the Bank of Canada Follow?

    · 1 h 13 min · Episode 648

    Oil, diesel and jet fuel prices are surging, putting renewed pressure on consumers and inflation. Simon and Dan discuss what higher energy costs could mean for the Bank of Canada and the Fed, why bond yields continue…

  16. Is Adobe Finally Turning a Corner? Dollarama Stays Expensive & Oracle Doubles Down on AI

    · 41 min · Episode 647

    In this episode of The Canadian Investor Podcast, Simon and Dan break down the latest earnings and developments from several Canadian and U.S. companies. They look at whether Adobe is finally starting to turn a…

  17. Why Investing Fashion Stocks Is So Hard: 3 Failures & 3 Comebacks

    · 54 min · Episode 646

    Lululemon was once one of the strongest brands in retail. Now comparable sales are falling, guidance has been cut repeatedly, and investors are asking whether the company can regain its footing—or whether its best days…

  18. Bond Yields Are Rising Fast — What It Means for Canada, the US and Homeowners

    · 1 h 07 min · Episode 645

    Bond yields are surging in Canada and the United States, and the implications are starting to ripple across the economy. In this episode of the Canadian Macro Show, Simon and Dan break down why the bond market appears…

  19. Lululemon’s Brand Crisis Deepens & Trump Targets Canadian Companies

    · 49 min · Episode 644

    In this episode of The Canadian Investor Podcast, Simon and Dan break down a rough quarter for Lululemon as falling comparable sales, heavier markdowns and weakening international growth raise serious questions about…

  20. Data Center Revolt and the Best Ways to Invest in Pharma & Biotech

    · 49 min · Episode 643

    The AI infrastructure boom is running into a growing obstacle: communities and regulators are pushing back against massive data center projects. Simon and Dan look at why opposition to new data centers is…

  21. The BoC Is Concerned About Inflation & Bond Yields Hit New Multi-Year Highs

    · 59 min · Episode 642

    Bond yields are climbing, energy prices are surging, and central banks are being forced to navigate an increasingly complicated inflation picture. Simon and Dan break down what the bond market may be signaling and why…

  22. Nvidia’s AI Boom Gets Bigger, Canadian Banks Hold Up and Dollar Tree’s Turnaround

    · 50 min · Episode 641

    Nvidia (NVDA) delivered another massive quarter, with data center revenue surging and management forecasting extraordinary growth ahead. But as the AI buildout gets larger, Nvidia is also becoming increasingly involved…

  23. Two Stocks That Could Surprise Investors | AppLovin & Royalty Pharma Deep Dive

    · 45 min · Episode 640

    In this episode of The Canadian Investor Podcast, we do a deep dive on two companies we haven’t covered much before: Royalty Pharma and AppLovin. We start with Royalty Pharma, a unique business that finances…

  24. The Canada-U.S. Trade War Fallout with Ben Rabidoux and Ron Butler

    · 1 h 26 min · Episode 639 · Explicit

    In this episode of Canadian Macro, Simon and Dan are joined by Ben Rabidoux and Ron Butler for a wide-ranging discussion on the renewed U.S.-Canada trade tensions and what they could mean for the Canadian economy.…

  25. Canadian Banks Start Strong as Walmart and Intuit Slow Down

    · 42 min · Episode 638

    In this episode of The Canadian Investor Podcast, we break down the latest earnings from major U.S. retailers, Canadian banks, and one beaten-down software company. We start with Walmart and Target, where the results…

  26. 10 Investing Mistakes That Can Wreck Your Portfolio

    · 51 min · Episode 637

    In this episode of The Canadian Investor Podcast, we break down 10 common mistakes that investors make and how they can hurt long-term returns. We discuss the danger of overconcentration, why chasing the hottest trade…

  27. Trade Deal Hopes, Consumer Weakness, and Bond Market Jitters Send Gold & Bitcoin Higher

    · 52 min · Episode 636

    In this episode of Canadian Macro, Simon and Dan break down a busy week for inflation, trade, bonds, currencies and commodities. They start with the latest Canadian CPI report, including the renewed pressure from…

  28. Moderna’s Stock Soars and Will CoreWeave’s AI Bet Work?

    · 54 min · Episode 635

    In this episode of The Canadian Investor Podcast, we break down another busy week of market news and earnings. We start with Moderna, whose stock more than doubled after the company announced positive late-stage trial…

  29. 7 Bold Predictions for the Rest of 2026: Canadian Banks, Gold, Oil Stocks, Berkshire and Buyouts

    · 59 min · Episode 634

    In this special episode of The Canadian Investor Podcast, Simon and Dan make their boldest calls yet for the rest of 2026. With only a few months left in the year, they discuss the trends, companies, and market shifts…

  30. Canada’s Housing Reset, AI Circular Financing and the Fed’s Impossible Choice

    · 51 min · Episode 633

    In this episode of Canadian Macro, Simon and Dan break down the disconnect between headline economic data and what households are actually experiencing. They discuss why strong jobs and GDP numbers may not tell the…

  31. Canadian Deals Heat Up, Berkshire Starts Buying, and Gold Stocks Surge

    · 50 min · Episode 632

    In this episode of The Canadian Investor Podcast, we break down another busy week of earnings, acquisitions, and market news. We start with Jamieson Wellness, which received a takeover offer from Japan’s Kirin…

  32. Why Most Retirees Get the 4% Rule Wrong with Mark McGrath, CFP

    · 52 min · Episode 631

    In this episode of The Canadian Investor Podcast, Simon is joined by Mark McGrath, a CFP and advice-only financial planner focused on helping Canadian physicians with comprehensive financial planning. Mark explains how…

  33. Why the U.S. Bought Yen and What Canada’s GDP Puzzle Means

    · 49 min · Episode 630

    In this live episode of The Canadian Macro Investor Podcast, Simon and Dan break down the recent intervention in the Japanese yen and why it matters for global bond markets, U.S. Treasury yields, mortgage rates and the…

  34. Telus Slashes Its Dividend, Couche-Tard Goes Shopping, and More Big Tech Earnings

    · 49 min · Episode 629

    In this episode of The Canadian Investor Podcast, we break down a packed week of earnings and market news, starting with Goodfood filing for bankruptcy protection and what went wrong for the meal-kit business. We then…

  35. 4 Stocks on Our Radar - Finding Value Outside the AI Hype

    · 52 min · Episode 628

    In this episode of The Canadian Investor Podcast, we look at four stocks that are on our radar right now, including a mix of well-known names and smaller Canadian companies that may be overlooked by investors. We…

  36. Is Canada Miscounting Its Population? Plus the Fed, Rising Yields, and Big Tech Capex

    · 1 h 13 min · Episode 627

    In this episode of The Canadian Macro Investor Podcast, Simon and Dan break down the latest Fed decision and why the bond market may be starting to challenge Kevin Warsh’s inflation message. They discuss the split…

  37. The AI Trade Gets Tested as Freight Stocks Recover

    · 49 min · Episode 626

    In this episode of The Canadian Investor Podcast, we break down Alphabet’s latest earnings and why investors are questioning the massive AI capex spending despite strong growth in Google Cloud. We also look at…

  38. Are Canadian Banks in a Bubble?

    · 48 min · Episode 625

    In this episode of The Canadian Investor Podcast, we look at whether Canadian bank stocks have become too expensive after their big run. We discuss David Rosenberg’s recent Globe and Mail article, the valuation of the…

  39. Higher Yields, Canada’s Housing Gridlock, and Investors Turn on Google

    · 53 min · Episode 624

    In this episode of the Friday Macro Show, we look at why Google sold off after earnings despite strong headline numbers, and what rising AI infrastructure spending could mean for the broader market. We also discuss…

  40. TSMC Crushes Earnings, Netflix Falls, and a Risky TFSA Strategy Goes Viral

    · 50 min · Episode 623

    In this episode of The Canadian Investor Podcast, we start with the latest Canadian inflation data and why the headline number may not fully reflect what households are feeling. We then look at TSMC’s huge quarter and…

  41. The Best Accounts for Stocks and ETFs + Why Canadian Compounders Are Struggling

    · 56 min · Episode 622

    In this episode of The Canadian Investor Podcast, we break down which types of investments may be best suited for different Canadian accounts, including TFSAs, RRSPs, FHSAs, RESPs and taxable accounts. We look at…

  42. Bank of Canada Holds, Housing Cracks, and AI’s Infrastructure Problem

    · 1 h 00 min · Episode 621

    In this episode of The Canadian Macro Investor Podcast, Simon and Dan break down the latest Bank of Canada rate decision and monetary policy report. They discuss why the Bank of Canada held rates steady, how the bond…

  43. PayPal Gets a Buyout Offer, Aritzia Crushes Earnings, and ASML Rides the AI Memory Boom

    · 53 min · Episode 620

    In this episode of The Canadian Investor Podcast, we start with a quick look at the Bank of Canada’s latest rate decision and why the central bank is keeping policy steady while balancing economic weakness with…

  44. The Case for Equal Weight S&P 500 ETFs

    · 49 min · Episode 619

    In this episode of The Canadian Investor Podcast, we break down Rogers’ move to take full control of Maple Leaf Sports and Entertainment and what it says about the rising value of professional sports franchises. We…

  45. Weak Consumers, Big Deficits, and Ottawa’s New Industrial Policy

    · 28 min · Episode 618

    In this episode of The Canadian Macro Investor, we break down some of the biggest Canadian macro and investing stories from the week. We discuss signs of pressure on Canadian consumers, recent government fiscal trends,…

  46. Rogers Bets Big on Sports as Ottawa Invests $400M in Teck Resources

    · 45 min · Episode 617

    In this episode of The Canadian Investor Podcast, we break down Rogers’ move to take full control of MLSE and what the rising valuation of professional sports franchises says about scarcity, live sports, and media…

  47. Do Bonds Still Make Sense? Plus Canada’s New Factor ETFs

    · 56 min · Episode 616

    In this episode, we take a closer look at bonds and bond ETFs, including where they can fit in a portfolio, why duration matters, and why the traditional 60/40 portfolio may not behave the way many investors expect. We…

  48. The Wealthy Barber on Canadians’ New Financial Reality

    · 57 min · Episode 615

    In this episode, Simon sits down with Dave Chilton for a broad conversation about personal finance, investing, and the habits that help Canadians build long-term financial security. They discuss how the money landscape…

  49. The 10 Greatest Acquisitions in Canadian and U.S. Stock Market History

    · 51 min · Episode 614

    What separates a good acquisition from a truly company-defining one? In this episode, Simon and Dan look at some of the best acquisitions in Canadian and U.S. market history — the deals that changed business models,…

  50. Canada’s Condo Bailout and Apple’s Memory Price Problem

    · 59 min · Episode 613

    In this episode, Simon and Dan Foch break down the latest Micron earnings and what they reveal about the massive demand for AI infrastructure. We look at why higher DRAM and NAND prices matter beyond semiconductor…

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